TAX PLANNING THAT FITS YOUR LIFESTYLE
Counting Pennies offers our full-service tax accounting expertise to both individuals and businesses. We have clients spread throughout the country and every socio-economic strata. In addition, we prepare returns for those that travel long-term or live abroad.
HELP THROUGHOUT THE YEAR
In addition, new clients receive a complementary review of the previous year’s tax return. On occasion, we are able to find credits missed and can re-file the return for you, putting money back in your pocket. Further, we work with all of our clients year-round with filling out tax related paperwork for employers and banks, most of which has a direct impact on your year-end tax return.
ELECTRONIC SECURE DOCUMENT TRANSFER
We prepare taxes for all 50 states for homeland US citizens and US citizens living abroad.
Our process is virtual and simple:
1. Send us your current year tax info electronically through our secure online portal Counting Pennies Secure Document Transfer. Select the Guest Transfer-Upload option or Contact Us for a free unique account
2. Schedule a free tax review of previously prepared tax return
3. We prepare the tax return and send it back to you electronically
4. We file the return for you to the IRS and appropriate state jurisdiction(s)
However, we do realize that despite the ease of our virtual process, some of our clients still prefer in-person appointments. Because of that, we have in-person appointments available in the following locations and dates: